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MERIDIAN WEALTH PARTNERS, LLC

Tel: 610-272-4700
367 Eagleview Boulevard
Ste 202
Exton, Pennsylvania  19341

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MERIDIAN WEALTH PARTNERS, LLC

MERIDIAN WEALTH PARTNERS, LLC is a Exton, Pennsylvania based financial advisory firm with nearly $1,118,721,297 in assets under management and provides investment advisory services for 2155 clients. There are currently 11 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

287768

SEC#:

801-110067

No. of Clients:

2155

Assets under Management

$1,118,721,297

No. of Advisors:

11

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